Create integrations between Square and Salesmate
Add Note in Salesmate when New Customer Created in Square
Create Activity in Salesmate when New Customer Created in Square
Create Company in Salesmate when New Customer Created in Square
Search User in Salesmate when New Customer Created in Square
Create Contact in Salesmate when New Customer Created in Square
Create Deal in Salesmate when New Customer Created in Square
Update Activity in Salesmate when New Customer Created in Square
Update Company in Salesmate when New Customer Created in Square
Update Contact in Salesmate when New Customer Created in Square
Update Deal in Salesmate when New Customer Created in Square
Actions and Triggers
When this happensTriggers
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
New Order
Triggers when a order is created.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Do thisActions
Update a Customer
Update an existing customer
Add customer to a group
Add a customer to a specified group
Create Customer
Create a new customer
Remove Customer From Group
Removes a customer from a group.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
About Square
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
Learn MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn More
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